Most of our clients are in the professional services sector, including accounting, financial planning and related industries, but our approach applies to any privately owned business looking to buy, sell or undertake a succession event.

We generally work with firms generating up to $50 million in annual revenues, often helping those with multiple principals or complex structures. We’re also a trusted partner to referrers such as accountants, banks and business advisors who want their clients to have the best advice possible.